Although the technology sector is still volatile, there are various signs that fund managers' confidence in technology investment has been increasing since August. Take August 24 as an example. Although the A-share technology sector was further deepened on the same day, and the Science and Technology Innovation 50 and GEM indices both fell by more than 3% in a single day, in contrast to market sentiment, many public funding institutions clearly stated in the latest strategic research: “Technology adjustments have almost come to an end” and “current position opportunities outweigh risks.” The comparison between win rate and odds is gradually becoming clear, and the fund manager's “September Strategy” may have begun ahead of schedule. And this time, when screening targets in the technology sector, fund managers' thresholds on performance, orders, and technical barriers have all increased markedly. Short-term fluctuations do not change long-term confidence.

Zhitongcaijing · 2d ago
Although the technology sector is still volatile, there are various signs that fund managers' confidence in technology investment has been increasing since August. Take August 24 as an example. Although the A-share technology sector was further deepened on the same day, and the Science and Technology Innovation 50 and GEM indices both fell by more than 3% in a single day, in contrast to market sentiment, many public funding institutions clearly stated in the latest strategic research: “Technology adjustments have almost come to an end” and “current position opportunities outweigh risks.” The comparison between win rate and odds is gradually becoming clear, and the fund manager's “September Strategy” may have begun ahead of schedule. And this time, when screening targets in the technology sector, fund managers' thresholds on performance, orders, and technical barriers have all increased markedly. Short-term fluctuations do not change long-term confidence.